Connect Looker and
S&P Capital IQ with AI

Automate the flow of financial intelligence between your semantic layer and market data platform. Stop manually exporting Capital IQ data into spreadsheets, then reuploading to your warehouse for Looker reporting. Redbird syncs company financials, estimates, and market data directly into your governed analytics layer.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

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Enrich portfolio holdings dashboards with live Capital IQ financials and estimates

Automatically pull revenue, EBITDA, debt metrics, and analyst estimates from S&P Capital IQ for companies in your Looker portfolio dashboards. Redbird maps company identifiers, retrieves current financial data, and writes it to your warehouse tables that power LookML models. Your investment team sees refreshed metrics without manual data pulls.

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Update Capital IQ screening criteria based on Looker metric thresholds

When Looker dashboards flag companies meeting specific financial performance criteria, automatically update saved screens in S&P Capital IQ to reflect those parameters. Redbird monitors Look or dashboard outputs and syncs threshold changes to Capital IQ screening templates, keeping deal sourcing criteria aligned with current investment thesis.

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Generate board-ready reports combining internal metrics with market benchmark data

Merge operational KPIs from Looker with peer financial data from Capital IQ into comprehensive board decks. Redbird pulls comp set financials based on your LookML dimensions, joins them with internal performance data, and structures the output for executive reporting. Finance teams stop toggling between systems to build quarterly presentations.

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Alert finance teams when Capital IQ updates materially change dashboard assumptions

Monitor when S&P Capital IQ publishes updated estimates or financials for companies tracked in your Looker models, especially changes exceeding defined materiality thresholds. Redbird detects updates to consensus estimates or credit ratings, compares against current dashboard values, and triggers alerts when variance requires analyst attention.

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Sync M&A transaction comps into LookML dimensions for deal team dashboards

Automatically ingest comparable transaction data from Capital IQ's M&A database into warehouse tables that feed Looker deal analytics. Redbird structures transaction multiples, deal terms, and buyer/seller information to match your LookML schema, enabling self-serve exploration of precedent transactions alongside pipeline metrics.

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Archive historical Capital IQ snapshots tied to Looker reporting periods

Capture point-in-time financial data from S&P Capital IQ whenever Looker generates monthly or quarterly board reports, creating an audit trail of the market data used in each reporting cycle. Redbird timestamps and versions Capital IQ extracts alongside Looker report metadata, ensuring compliance teams can reconstruct exactly what data informed past decisions.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Looker and S&P Capital IQ with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands how LookML models structure metrics and how S&P Capital IQ organizes company financials, estimates, and market data—so your team can automate financial intelligence flows without custom API code.

AI that maps between semantic layers and financial data schemas

Redbird interprets your LookML dimensions, measures, and explores to understand how your business defines portfolio companies, peer groups, and financial metrics. It then maps these to Capital IQ's company identifiers (IQ IDs), standardized financial data points, and estimates structures. When your Looker model references a ticker or company name, Redbird resolves it to the correct Capital IQ entity and retrieves the exact financial items, periods, and currency formats your warehouse schema expects. No manual field mapping or brittle scripts that break when either system updates its data model.

LookML explore parsing
Capital IQ identifier resolution
Financial period alignment
Multi-currency normalization
10×

faster than building custom ETL between Capital IQ API and your warehouse

No Python scripts to maintain Capital IQ authentication, parse nested JSON responses, or reconcile company identifiers with your warehouse schema

Auto-generated reports

Redbird can pull from Looker and S&P Capital IQ simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Looker or S&P Capital IQ.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Looker into S&P Capital IQ, or from S&P Capital IQ back into Looker. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any event in Looker or S&P Capital IQ—dashboard refreshes, Look completions, data updates, or new company additions.

Looker
Triggers & Actions
Trigger

Look or dashboard completes scheduled run

Trigger workflows when a specific Look finishes its scheduled delivery, capturing the result set for enrichment or downstream distribution.

Trigger

Explore query returns results matching filter criteria

Monitor user-generated Explore queries and trigger actions when results match defined conditions, like portfolio companies exceeding thresholds.

Trigger

Alert condition fires in Looker

React to Looker's built-in alerting system when metrics cross thresholds, immediately pulling contextual data or notifying other systems.

Action

Write query results to warehouse table

Execute a Look or Explore query and write the output directly to a specified table in your connected data warehouse.

Action

Update LookML project dimension values

Programmatically modify dimension definitions or parameters in your LookML GitHub repository based on external data changes.

Action

Generate and cache derived table

Trigger the build of a persistent or incremental PDT based on external events, pre-loading data before dashboard access.

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S&P Capital IQ
Triggers & Actions
Trigger

Company financials updated in Capital IQ

Detect when S&P publishes updated quarterly or annual financials for tracked companies, including restatements or pro forma adjustments.

Trigger

Consensus estimates revised beyond threshold

Monitor when analyst consensus for revenue, EBITDA, or EPS changes by more than a defined percentage, signaling material outlook shifts.

Trigger

New M&A transaction matches screening criteria

Trigger when Capital IQ indexes a new deal that matches your saved screen parameters for sector, size, or transaction structure.

Action

Retrieve company financial data points

Pull specific financial statement items, ratios, or calculated metrics for a list of companies across defined reporting periods.

Action

Run saved screen and export results

Execute a saved Capital IQ screen with current or updated criteria and return the matching company set with selected data fields.

Action

Add companies to Capital IQ watchlist

Programmatically add company identifiers to a Capital IQ watchlist for ongoing monitoring of filings, estimates, or corporate actions.

Looker
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SPI S&P Capital IQ

Ready to connect your stack?

See how Redbird syncs Looker and S&P Capital IQ in minutes—no API engineering required. Connect your semantic layer to financial intelligence and automate the reporting workflows your finance and investment teams depend on.

Get started → Book a demo